Datadog Inc (NASDAQ: DDOG) is a cloud-based monitoring and analytics company that provides a unified platform covering observability, security, software delivery, and service management. It makes money through subscription-based pricing tied to product adoption and data volume across its SaaS platform, which is delivered via a multi-tenant cloud architecture. Datadog was founded in 2010 and launched its first product, Infrastructure Monitoring, in 2012. As of December 31, 2025, the company served approximately 32,700 customers across more than 160 countries. The platform ingests data from a single agent and over 1,000 integrations, processing trillions of events per hour and monitoring millions of servers and containers. Products span infrastructure monitoring, application performance monitoring, log management, cloud security, digital experience monitoring, network performance monitoring, and AI-related observability tools including LLM Observability and the Bits AI SRE Agent, the last of which launched in 2025.

Revenue model

Subscription-based SaaS revenue tied to product usage and data volume. Customers purchase individual products or bundles, and revenue grows as existing customers expand usage or adopt additional products across the platform.

Products and services

Infrastructure Monitoring (launched 2012), APM (2017), Log Management (2018), Digital Experience Monitoring (2019), Network Performance Monitoring (2019), Cloud SIEM (2020), Incident Management (2020), Continuous Profiler (2020), Cloud Security Management (2022), Cloud Cost Management (2022), Observability Pipelines (2022), Application Security Management (2022), Workflow Automation (2023), Event Management (2024), LLM Observability (2024), OnCall (2025), Product Analytics (2025), Bits AI SRE Agent (2025).

Customers and end markets

Approximately 32,700 customers as of December 31, 2025, spanning organizations of all sizes across private and public sectors. End markets include any organization running cloud or hybrid infrastructure, including developers, operations engineers, security professionals, product managers, and platform engineers.

Value-chain role

SaaS platform vendor sitting between cloud infrastructure providers and enterprise IT and engineering teams. Aggregates and correlates telemetry data, providing monitoring, alerting, and analytics across the full software development and operations lifecycle.

Geographic exposure

Customers in over 160 countries as of December 31, 2025. Platform is cloud-agnostic and delivered via SaaS.

Source: SEC 10-K, filed 2026-02-18

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